See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,810 | $124,881-84.1% | $209,409-90.5% | $116,875-83.1% |
| Participation rate | 18.9% | 75.8%-56.8pp | 80.4%-61.4pp | 74.5%-55.6pp |
| Annual return | 14.74% | 14.56%+0.2pp | 159.49%-144.7pp | 16.29%-1.6pp |
| Employer contribution / active EE | $1,275 | $2,588-50.7% | $5,035-74.7% | $3,288-61.2% |
| Participant deferral / active EE | $693 | $3,793-81.7% | $4,230-83.6% | $3,885-82.2% |
| Admin fee / account holder | $292,826 | $12,933+2164.1% | $16,474+1677.5% | $12,263+2287.9% |